Reorganize deal files automatically
Keep active deal workspaces orderly as priorities change.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Move File
Tool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).
Why this helps
Files remain in old locations after deals move through the pipeline.
- Keep folders aligned with pipeline
- Reduce search time
- Support cleaner handoffs
Setup
Build it in a few focused steps.
- 1Connect Close and Google Drive in Notis once.
- 2Create an automation named Deal file organizer.
- 3Tell Notis to identify files that should move based on Close deal context and move them to the specified Drive folders.
- 4Pick a recurring cron schedule and choose the report channel.
- 5Test with one real reorganization pass.
Questions about this workflow
Can it move files across folders?
Yes. The move file action changes the file's parent folders.
Will it move every file automatically?
Only files that match the criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Close to Google Drive. A trigger fires from one place; an action lands in another.
Close triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Close and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Drive.